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This is an inside look at the all-new Applied Epic Benefits experience. Our experts will showcase the latest Benefits capabilities, including Applied Epic AutoFill, which uses AI to automatically fill in plan details. Employee Benefits operations function very differently from P&C and, as such, require a system built to support its specific workflows. The Applied Epic Benefits experience is a purpose-built workspace that brings all plan and account details into a single, intuitive area, designed specifically for how Benefits teams work. It replaces workarounds, manual steps, and P&C-centric complexity with clear navigation, Benefits-specific fields, and streamlined actions that help users work faster and more confidently. Moderator: Tara Butler, Sr. Product Marketing Manager at Applied Systems Presenters: Toolika Kashyap, Sr. Director, Product Management at Applied Systems Tom Lind, Sr. Product Manager at Applied Systems Chapters: • Introduction 00:00:00 • Housekeeping Items 00:01:01 • Agenda 00:02:18 • Digital Roundtrip of Insurance for Benefits | Toolika 00:02:36 • Becoming the Hub for Benefits 00:04:16 • An Intelligent, Purpose-Built Benefits Experience 00:07:18 • Why We're Focused on a Single System 00:11:50 • The Expanded Epic Benefits Experience | Tom 00:13:56 • Benefits Experience Sneak Peak 00:16:28 • Applied Epic Autofill 00:18:43 • Feedback on the Benefits Experience 00:20:23 • Applied Epic Resource Center | Tara 00:21:54 • Next Webinar - Thursday March 12, 2026 00:00:00 • Q&A 00:25:02 • Q1: How do you get to the benefits overview screen? 00:25:05 • Q2: Do the new fields allow importing or exporting data? 00:26:18 • Q3: Is Applied Recon Included Automatically? 00:27:14 • Q4: Is Autofill an additional cost? 00:28:30 • Q5: Are there security rights to configure for the benefits fields? 00:30:29 • Q6: When would I use Autofill vs Applied Benefits Designer? 00:31:14 • Q7: Are there any use cases for Medicare businesses? 00:33:18 • Q8: Can you enter Employee data? Demographic & Census 00:34:27 • Q9: What will feed into Employee Navigator? 00:34:58 • Q10: When will reporting be available for Benefits Fields? 00:37:48 • Q11: How do package or dual options work with Autofill? 00:38:28 • Q12: Thanks for Joining Us! 00:40:13 Next Webinar - Thursday March 12, 2026 Incorporating the Applied Epic Benefits Experience Into Your Daily Work https://events.zoom.us/ev/Apc-9rzQ1XD... Whether you’re a multi-line agency or a Benefits-only one, you need a system built around how Benefits work actually gets done. Applied Epic is that system. The Applied Epic Benefits experience is a purpose-built workspace that brings all plan and account details into a single, intuitive area. It replaces workarounds, manual steps, and P&C-centric complexity with clear navigation, Benefits-specific fields, and streamlined actions that help you work faster and more confidently. See inside the all-new Applied Epic Benefits experience and learn about the latest Benefits capabilities, including Applied Epic AutoFill, which uses AI to automatically fill in plan details. https://www1.appliedsystems.com/en-us... Learn more about Applied Systems: Applied Systems: https://www1.appliedsystems.com/en-us... Follow Applied on Social Media: LinkedIn: / applied-systems Facebook: / appliedsystems X: / appliedsystems Instagram: / appliedsystems